Saving for College
Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.
How Roth IRAs and 529s Can Fund College for Grandchildren
By Robert Bloink and William H. ByrnesThe two tax-favored savings vehicles have advantages when used separately and together.
June 08, 2026
Best & Worst 529 College Savings Plans in 2026: MorningstarInvestor assets in the education accounts grew to a record $550 billion by the close of 2025.
May 01, 2026
Americans' 9 Biggest Financial Worries: GallupConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
December 04, 2025
IRS Mentions Annuities in New Trump Baby Account Regulation NoticeOfficials also talked about the kinds of nonbank entities that can act as account trustees.
December 02, 2025
Michael and Susan Dell Pledge $6.25B to Fund 25M 'Trump Accounts'Children under 10 but too old to qualify for newborn deposits will be eligible for a $250 contribution.
November 10, 2025
18 Best 529 Plans for 2025: MorningstarThese plans offer exceptional stewardship of investor capital and well-constructed portfolios, according to analysts.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.